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Financial Investing
BankNewport has expanded our access to investment product offerings through our relationship with Bank Express. Under the name of OceanPoint Investment Solutions you now have access to a broad array of investment choices to meet your personal needs. Together we can create a strategy designed to help guide you along the path toward financial well-being.
Financial Planning
Our dedicated team of advisers will help you pursue your financial goals with a catered combination of investment strategy, retirement planning, education savings, and estate planning.
Client Focused Wealth Management
We'll help you create a personalized financial strategy, based on a discovery process that helps us identify and pursue your unique financial objectives.
Retirement Planning
There are a lot of ways to save for the future. We'll guide you through the variety of retirement planning strategies at your disposal and help you choose the best one for you.
There are many ways to put together a powerful portfolio for all types of investors. Some investors have a lot of money, some have a modest amount. Some investors are comfortable with a little risk, others seek steady returns. Regardless of the type of investor you are, everyone can potentially benefit from the many investment products offered by OceanPoint Investment Solutions. Our experienced consultants can help you create a sound plan for your financial future.
Comprehensive Financial Services From Advisors Who Care.
Our financial advisors are here to help you create a personalized financial strategy with your lifestyle goals in mind. Based on findings from the discovery process, we will work with you to build an appropriate plan that supports your objectives, and then monitor it regularly to help you stay on track.
Managing your finances is easier with a professional by your side. As your financial advisor, it is our mission to become your partner for financial success—to make a difference for you, your family and your future.
DONALD M. HARTLEY
LPL Financial Advisor
JOHN W. FARMER, CFP®, MBA
LPL Financial Advisor
